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Carmichael Hill & Associates’s State Street Nuveen Municipal Bond ETF MBND Stock Holding History

Carmichael Hill & Associates’s Portfolio MBND Stock Details MBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$30K Sell
1,072
-275
-20% -$7.63K 0.01% 445
2024
Q2 		$36.9K Sell
1,347
-220
-14% -$6.01K 0.01% 383
2024
Q1 		$43.1K Hold
1,567
– – 0.02% 366
2023
Q4 		$43.1K Sell
1,567
-157
-9% -$4.16K 0.02% 368
2023
Q3 		$44.8K Hold
1,724
– – 0.02% 347
2023
Q2 		$46.4K Sell
1,724
-94
-5% -$2.53K 0.02% 345
2023
Q1 		$49.3K Hold
1,818
– – 0.02% 327
2022
Q4 		$48.6K Buy
+1,818
New +$48K 0.02% 339

Other funds holding MBND

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
LWMNY
Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Carmichael Hill & Associates's MBND Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its State Street Nuveen Municipal Bond ETF (MBND) stake by 20% in Q3 2024, selling an estimated $7.63K and leaving 1,072 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #445.

Carmichael Hill & Associates first reported a position in MBND in Q4 2022 and has held it in 8 quarters since. The position peaked at $49.3K in Q1 2023. 16 funds tracked by Wall St. Rank hold MBND as of Q3 2024.

  • Carmichael Hill & Associates held 1,072 shares of State Street Nuveen Municipal Bond ETF worth $30K as of Q3 2024.
  • Carmichael Hill & Associates sold 275 State Street Nuveen Municipal Bond ETF shares in Q3 2024, an estimated $7.63K.
  • State Street Nuveen Municipal Bond ETF made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #445 holding.
  • Carmichael Hill & Associates first reported a position in State Street Nuveen Municipal Bond ETF in Q4 2022 and has held it in 8 quarters since.
  • Carmichael Hill & Associates's State Street Nuveen Municipal Bond ETF position peaked at $49.3K in Q1 2023.
  • 16 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.